News, Comment & Analysis results for Archive

Asset Management
29 June 2026

What's New In Investments, Funds? – Hamilton Lane, iCapital, Fortem Capital, Others

The latest news in investment offerings, financial products and other services relevant to wealth...

Surveys
26 June 2026

Half Of UK Wealth Managers Can't See Their Clients' Crypto – CoinShares

CoinShares, a Jersey-headquartered global asset manager specialising in digital assets, has...

Surveys
26 June 2026

Technology, Private Markets Loom Large For Financial Institutions – Survey

Emerging technologies such as AI, and the increasing importance of private markets, are two major...

Investment Strategies
26 June 2026

The AI Story, Concentration Risk And Shrewd Positioning – A UBP Panel Discussion

The Swiss private bank, which says it remains positive on US equities and tech, held a panel...

People Moves
26 June 2026

Julius Baer Names New Lugano Branch Manager

The new branch manager, who has been with the bank since 2023, has served in senior leadership...

Investment Strategies
26 June 2026

Julius Baer Likes US, Asian Stocks, Driven By AI

Bhaskar Laxminarayan, chief investment officer Asia and Middle East at Swiss private bank Julius...

People Moves
25 June 2026

Who’s Moving Where In Wealth Management? – VEIL, Foster Denovo

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Asset Management
25 June 2026

What's New In Investments, Funds? – Andova AI

The latest news in investment offerings, financial products and other services relevant to wealth...

Surveys
25 June 2026

AI Creates Investor Cheer In Turbulent Times – Natixis IM

Paris and Boston-headquartered Natixis Investment Managers released a new survey yesterday...

Market Research
25 June 2026

Men More Likely To Lead On Investing Than Women – St James's Place

New research from UK wealth manager St James’s Place finds that women are more likely to manage...

Comment & Analysis results for Archive

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to...

Strategy
19 February 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family...

Strategy
16 February 2024

Singapore's Seviora Capital Intensifies Focus On Asian Food, Agriculture

Asia, which is home to 60 per cent of the world’s population, will need to produce more using...

Wealth Strategies
15 February 2024

Money Market Funds Get Chance To Shine

A variety of forces have encouraged large inflows into money market funds, for example in the US....

Technology
5 February 2024

How T3 Experts See Artificial Intelligence

AI may not have dominated discussions at the recent annual T3 conference in Las Vegas, but...

Philanthropy
2 February 2024

Making An Impact - In Conversation With Big Issue Group's Nigel Kershaw

WealthBriefing talks to a prominent figure in the UK philanthropy/impact investing world, involved...

Company Profiles
29 January 2024

Fast-Moving GSB Flags Big Ambitions

We talk to a wealth management firm, based in Dubai, which is expanding into markets including the...

Philanthropy
26 January 2024

Taking Risks Out Of Philanthropy

We talk to law firm Farrer & Co and a lawyer working in the charities area about the kind of themes...

Company Profiles
23 January 2024

Legatum Eyes New Frontiers For Impact, Entrepreneurship

Philanthropy and impact aren't "nice-to-haves" for this firm but the main event – in fact the...